2013-10-30T14:47:30-07:00 2012-12-31 Ernst & Young US LLP 18111 Von Karman Ave Suite 1000 Irvine CA 92612 990 2012-01-01 330532354 AQUARIUM OF THE PACIFIC CORPORATION AQUA 5629511635 100 AQUARIUM WAY LONG BEACH CA 90802 ANTHONY T BROWN MBA 2013-10-30 true 9494370205 2012 2016-03-07 17:11:31Z DR JERRY SCHUBEL 39476143 false false X WWW.AQUARIUMOFPACIFIC.ORG X 1992 CA The Aquarium of the Pacific's mission is to instill a sense of wonder, respect, and stewardship for the Pacific Ocean, its inhabitants, and ecosystems. 32 31 385 1456 258617 -70413 4590444 8974706 19826655 22433000 9905 21509 4278160 4656656 28705164 36085871 0 0 12404270 13067329 0 1463033 12185804 13271302 24590074 26338631 4115090 9747240 28066833 33791843 4563551 4756553 23503282 29035290 X The Aquarium of the Pacific's mission is to instill a sense of wonder, respect, and stewardship for the Pacific Ocean, its inhabitants, and ecosystems. false false 10022628 11908044 Animal Care - The Aquarium's Husbandry Department oversees all of the care, feeding, and life support systems needed to support over 11,000 animals representing over 500 species in more than 50 exhibits, including several touch tank experiences. Sea lions, sea otters, sharks, rays, diving birds, sea jellies, corals, sea dragons, turtles, and fish of all types from temperate to tropical species are on display. Caretaking includes feeding of the highest quality sustainable seafood available, monitoring water quality and all life support systems, medical exams and routine procedures, and providing proper exhibit and behind the scenes space available to the animals. 5695910 6767401 GUEST SERVICES - RESPONSIBLE FOR ALL GUEST INTERACTIONS EXCEPT FOR EDUCATION AND INTERPRETATION. COLLECT FUNDS FROM ON-SITE VISITORS, ENSURE SAFETY AND CLEANLINESS OF THE FACILITY. 4106470 4878963 Education - The Aquarium's education programs are designed to foster connections between people and the ocean, and to advance science learning for a broad range of learners of all ages and backgrounds. At the heart of the Aquarium's education department are over 40 classroom and auditorium programs that exceed California mandated science K-12 standards, complementing and reinforcing what students learn in their regular classrooms, and exposing them to a unique, hands-on learning experience. We also serve Title I and other disadvantaged students through our scholarship program, offering either on-site free admission and transportation or a visit to the school site by Aquarium on Wheels. 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EUGENE RODDENBERRY 1.00 0.00 X 0 0 0 MR BERT LEVY 1.00 0.00 X 0 0 0 MR JAMES BRESLAUER 1.00 0.00 X 0 0 0 MR HOWARD CHAMBERS 1.00 0.00 X 0 0 0 MR THOMAS TURNEY 1.00 0.00 X 0 0 0 MR STEPHAN MORIKAWA 1.00 0.00 X 0 0 0 MS LYNNE M PRESLO RG 1.00 0.00 X 0 0 0 MR MICHAEL J SONDERMANN 1.00 0.00 X 0 0 0 MR DOUGLAS OTTO 1.00 0.00 X 0 0 0 MR STEPHEN OLSON 1.00 0.00 X 0 0 0 MR CHRISTOPHER ROMMEL 1.00 0.00 X 0 0 0 MR STEPHEN YOUNG 1.00 0.00 X 0 0 0 DR J MARIO MOLINA 1.00 0.00 X 0 0 0 MR STEVEN MAYER 1.00 0.00 X 0 0 0 MR SAMUEL KING 1.00 0.00 X 0 0 0 MR JOHN MOLINA 1.00 0.00 X 0 0 0 MR SEAN PENCE 1.00 0.00 X 0 0 0 MS JANICE MAZYCK 1.00 0.00 X 0 0 0 MS JENNIFER HAGLE 1.00 0.00 X 0 0 0 MR RUSSELL T HILL 1.00 0.00 X 0 0 0 MR CRAIG COONING 1.00 0.00 X 0 0 0 MR STUART FROST 1.00 0.00 X 0 0 0 MR JOHN R FIELDER 1.00 0.00 X 0 0 0 MS CHARLOTTE GINSBURG 1.00 0.00 X 0 0 0 DR GLEN MARCH 1.00 0.00 X 0 0 0 MR STEPHEN I CHAZEN 1.00 0.00 X 0 0 0 DR J SCHUBEL 40.00 0.00 X X 388518 0 61526 BARBARA LONG 40.00 0.00 X 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390443 367636 5970 948 2985 371569 289822 71962 10023 4171 367636 229117 53755 8305 1355 289822 0.93000 0.07000 false false false 12672350 2821060 9851290 24712 23704 1008 14020945 9950466 4070479 6515316 474874 6040442 19963219 X 38151167 228824 1836472 2065296 36085871 36085871 32619159 228824 6051704 6280528 26338631 26338631 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENT EXPENSES $209995 COST OF GOODS SOLD $1626477 NET OPERATING TRANSFER CITY LONG BEACH $4215232 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENTS EXPENSES $209995 COSTS OF GOODS SOLD $1626477 Part X Part X : FIN48 Footnote The Corporation has applied the provisions of ASC Subtopic 740, Income Taxes, related to accounting for uncertainty in income taxes, which prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The interpretation requires that the enity account for and disclose in the financial statements the impact of a tax position if that position will more likely than not be substantiated upon examination, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The Corporation has evaluated the financial statement impact of tax positions taken or expected to be taken and determined it has no uncertain tax positions that would require tax assets or liabilities to be recorded in accordance with accounting guidance. Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. The principal endowments are saved in perpetuity. A designated portion of the interest is spent each year to support programs that align with our mission or to fulfill donor intent. The Corporation's policy for distribution is to appropriate 80% of the net returns generated over the previous 12 months. false SEAFARE 286674 123919 162755 123919 3100 3000 53368 OCEAN CONSERVANCY GALA 128300 102192 26108 26108 414974 226111 188863 123919 3100 26108 3000 53368 209495 -20632 X X true true X X X X X X false false false false false false false true false false N WEINTRAUB 154476 1953 17739 174168 JOHN ROUSE 138565 1730 19731 160026 DR J SCHUBEL 307042 69300 12176 50000 11526 450044 ANTHONY BROWN 142087 1869 6872 150828 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above The Aquarium of the Pacifics CEO bonus is performance-based, it includes a number of quantifiable objectives, and a minimum number of subjective (discretionary) measures used to determine bonus pay. The bonus structure and thresholds are determined by the HR Compensation Committee prior to each fiscal year. Following the fiscal year, the committee determines the bonus earned and makes a recommendation to the board for their approval. The rent due to the city must be an objective met in order for the CEO to be eligible to earn any bonus pay regardless of performance in other areas of the bonus structure. Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. CEO's car allowance was a board directed item and is included in his taxable income.CEO's membership for social club was board directed, use of social club is strictly business use, therefore is not included in taxable income. A LBBFA 431956325 54240TCW1 2012-04-03 114175462 SEE PART VI false false false A 114221831 8270320 918025 105033486 2012 true false true true A false true false false true A true Supplemental Information Part VI PART I LINE A(F) REFUNDING REVENUE BONDS 5/3/2001PART IV LINE 7: WRITTEN PROCEDURES ESTABLISHED AND MAINTAINED BY THE CITY IN THEIR ROLE AS TRUSTEE X 1 1553800 X MINI GIFT BOX 212 11160 RETAIL VALUE X FRIDGE/FZR 1 200 RETAIL VALUE X HUSBANDRY 5 2060 RETAIL VALUE X SOLAR ST. LIGHT 1 14750 RETAIL VALUE X CART/CONTAINER 2 863 RETAIL VALUE X 8 GAL AQUARIUMS 30 3810 RETAIL VALUE X CD'S&DVD'S 98 89 RETAIL VALUE X Auction Items 258 123919 RETAIL VALUE false true false Organization's Mission Part I Line 1 Opened in 1998 and located on the urban waterfront in Long Beach, California, the Aquarium of the Pacific is now the fourth most visited cultural institution in the Los Angeles region and fourth largest aquarium in the nation - in 2012, the Aquarium hosted over 1.4 million visitors. The 171,000 square foot campus houses over 11,000 animal inhabitants of the Pacific Ocean, which provide the foundation for all Aquarium activities and serve as ambassadors for their animal counterparts in the wild. According to the 2012 Morey Report, the Aquarium serves one of the most ethnically diverse audiences of any major Aquarium in the country: visitors are 64% Caucasian (compared to the 69% national benchmark average for Aquariums), 21.5% Hispanic, 3.5% African American, 5.5% Asian, and 5.5% other.The Aquarium's mission is to instill a sense of wonder, respect and stewardship for the Pacific Ocean, its inhabitants and ecosystems, by involving the community, the region, and the nation in engaging, educational, and empowering exhibits and programs. Our Vision is to create an aquarium dedicated to conserving and building Natural Capital (Nature and Natures services) by building Social Capital (the interactions between and among peoples).The Aquarium has redefined the modern aquarium. It is a community gathering place where diverse cultures and the arts are celebrated and a place where important topics facing our planet and our ocean are explored by scientists, policy-makers, and stakeholders. Constantly in search of sustainable solutions, the Aquarium of the Pacific was the first among museums, zoos, and aquariums in the nation to register its greenhouse gases and also maintains a commitment to grow while minimizing its carbon footprint. The Aquarium leads by example and shows the way to sustainability through its practices behind the scenes as well as what it presents to the general public. The Aquarium began serving the public as an educational resource immediately upon opening as an informal science institution, and welcomes approximately 190,000 students, teachers, and community members who participate in educational programs each year. Through these programs, our Aquatic Academy courses, and a variety of multimedia experiences, the Aquarium provides numerous opportunities to delve deeper into the ocean and learn more about the planet.The Aquarium's education programs are designed to foster connections between people and the ocean, and to advance science learning for a broad range of learners of all ages and backgrounds. At the heart of the Aquarium's education department are over 40 classroom and auditorium programs that exceed California mandated science K-12 standards, complementing and reinforcing what students learn in their regular classrooms, and exposing them to a unique, hands-on learning experience. We also serve disadvantaged students through our scholarship program, offering either on-site free admission and transportation or a visit by Aquarium on Wheels to Title I school students. The Aquarium on Wheels has served more than 39,000 students and community members annually with educational presentations and interactive touch tanks. The Aquarium also offers numerous resources for teachers and other educators, and in-depth opportunities for the public on current environmental topics - such as climate change, the urban ocean, and water conservation - through its Aquatic Academy, forums, and lecture series, as well as local on-the-water opportunities such as whale watching. More information on all of the Aquarium's education programs can be found here: http://www.aquariumofpacific.org/education/ Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases NET OPERATING TRANSFER CITY LONG BEACH = -$4215232 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases = -$0 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Audited financial statements and 990 are posted on our website. The organization's governing documents and conflict of interest policy are made available upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 990, Part VI, Line 15aFor compensation determination processes for the CEO please see the statement for Part VI, Line 15b The same process is used for the position of CFO. The following process is undertaken every two years.We conduct a biannual, independent executive compensation study. Our established philosophy involves surveying the salaries of comparable positions in peer organizations and setting and adjusting salaries and ranges according to the results of these regular market surveys. The positions included in the most recent executive compensation review conducted in Fall 2012 for approved compensation paid in 2013 and 2014 are: CEO; CFO; Vice President Development; Vice President Marketing; Vice President, Operations; Vice President Government Relations and Strategic Planning and Vice President Human Resources. The next compensation review is scheduled for fall 2014. The survey is reviewed by the compensation committee which is comprised of independent board members. The compensation committee presents the findings to the whole board that approves executive compensation. All approvals are documented contemporaneously in the appropriate meeting minutes. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 1) We have a Conflict of Interest statement that all Board Directors and Executive Staff are required to sign annually; the statements are reviewed by CFO. 2) We have a list of professional and volunteer associations on file for the majority of our Board Directors and compared against vendor & contract activity regularly throughout the year. CEO, CFO and Corporate Secretary maintain major contracts and review those greater than 10k against conflict list. Board members recuse themselves from voting on contracts in which they have a conflict and staff members can not sign on invoices to companies to which they may have a conflict. Any actual conflicts are reviewed by CEO, CFO and Coporate Secretary. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process The 990 is prepared from the year end audited financial statements. Data and schedules for the 990 are supported by the general ledger and subledgers including payroll system, W-2s and payroll registers, donor subledger and donor database. Once all data is entered by the Controller into the tax software, a copy of the draft report is reviewed by the CEO, VP of Finance and CFO, VP of Marketing, VP of Development and VP of Government Relations. Questions and input are discussed for revisions and resolved by the Controller. Once executive staff is satisfied with the draft document, it is then sent to our tax consultants for their review. Questions and revisions are resolved by the Controller and executive group, and then back to tax consultants for final review. Since the board has delegated the review of the tax return to the audit committee, the VP of Finance and CFO then sends a draft document to the Audit Committee for their detailed review. After their review, the public inspection copy of the tax return is made available to the board of directors at large for their review 7 to 10 days before submission. If the audit committee or other board members have issues or questions, the VP of Finance and Controller resolve those issues or questions with tax consultants and other staff, as required, prior to submission. Form 990, Part VI, Line 7b Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders AS AN INSTRUMENTALITY OF THE CITY OF LONG BEACH, WITHIN THE MEANING OF SECTION 141 OF THE INTERNAL REVENUE CODE, THE CITY HAS THE FOLLOWING CONTROL MECHANISMS: CONSENT TO ELECTION OF BOARD MEMBERS; CONSENT TO THE ANNUAL BUDGET AND CONSENT TO CHANGES TO OUR BYLAWS. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Board Members Mario Molina and John Molina HAVE A FAMILY RELATIONSHIP Form 990, Part III, Line 4d Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: ENTERPRISE DEVELOPMENT - CREATE OR RESEARCH PRODUCTS FOR SALE THAT REFLECT THE PUBLIC'S DIRECT EXPERIENCE IN THE AQUARIUM, INCLUDING ORIGINAL BOOKS INTERPRETING THE VISITOR EXPERIENCE, AND ANIMALS AND LOGO MATERIALS TO REMIND THE VISITOR OF THE VISIT. Client Note 1 - STATEMENT 1AFORM 990-TORGANIZATION'S PRIMARY UNRELATED BUSINESS ACTIVITY.THE AQUARIUM OF THE PACIFIC RENTS OUT ITS FACILITIES AND PROVIDES FOOD SERVICE FOR NIGHT EVENTS THAT ARE ALL SITUATED IN THE EXHIBIT PARKWAY. GUESTS WHO COME TO THE NIGHT EVENTS ARE EXPOSED TO MOST, IF NOT ALL, OF THE LIVE ANIMAL COLLECTION AND EDUCATIONAL EXHIBITRY FOR THE TIME THAT THEY ARE AT THE FACILITY. 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